Mason Investment Advisory Services, Inc. Sells in Q3 2024

Mason Investment Advisory Services, Inc.

  • $1.71 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-42.5K
- 6.24%
$100.09 - $100.69 $4.25M - $4.28M
638K $64.3B
AMZN
Amazon Com Inc

Consumer Cyclical
-557
- 17.19%
$161.02 - $200.0 $89.7K - $111K
2.68K $500M
COST
Costco Wholesale Corp

Consumer Defensive
-162
- 27.84%
$801.83 - $917.05 $130K - $149K
420 $373M
IVV
Ishares Core S&P 500 ETF

ETFs
-248
- 16.95%
$520.18 - $576.82 $129K - $143K
1.22K $701M
MSFT
Microsoft Corp

Technology
-105
- 4.63%
$395.15 - $467.56 $41.5K - $49.1K
2.16K $931M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.11K
- 29.05%
$87.56 - $95.49 $97.4K - $106K
2.72K $259M
ANET
Arista Networks, Inc.

Technology
-267
- 15.24%
$311.42 - $388.21 $83.1K - $104K
1.49K $570M
GOOG
Alphabet Inc.

Communication Services
-54
- 2.6%
$149.54 - $192.66 $8.08K - $10.4K
2.02K $338M
HES
Hess Corp

Energy
-73
- 2.81%
$126.3 - $155.44 $9.22K - $11.3K
2.53K $343M
LLY
Eli Lilly & CO

Healthcare
-16
- 5.61%
$772.14 - $960.02 $12.4K - $15.4K
269 $239M
VV
Vanguard Large Cap ETF

ETFs
-243
- 6.89%
$236.92 - $263.4 $57.6K - $64K
3.29K $865M
VXF
Vanguard Extended Market ETF

ETFs
-312
- 7.98%
$163.98 - $182.92 $51.2K - $57.1K
3.6K $655M
VB
Vanguard Small Cap ETF

ETFs
-31
- 3.32%
$214.77 - $237.72 $6.66K - $7.37K
904 $214M
V
Visa Inc.

Financial Services
-28
- 1.76%
$253.74 - $291.56 $7.1K - $8.16K
1.56K $429M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-17
- 0.75%
$113.41 - $125.62 $1.93K - $2.14K
2.24K $281M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-9
- 0.5%
$332.02 - $382.76 $2.99K - $3.44K
1.78K $669M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-9
- 0.12%
$30.27 - $34.42 $272 - $310
7.71K $263M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-13
- 1.32%
$475.2 - $527.7 $6.18K - $6.86K
975 $514M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-92
- 1.83%
$117.9 - $128.2 $10.8K - $11.8K
4.93K $632M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-24
- 1.21%
$523.84 - $572.02 $12.6K - $13.7K
1.96K $1.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
-14
- 0.26%
$517.38 - $573.86 $7.24K - $8.03K
5.42K $3.11B
VNQI
Vanguard Global Ex U.S. Real

ETFs
-2.86K
- 1.91%
$40.45 - $47.24 $115K - $135K
146K $6.87B
T Rowe Price ETF Inc
-40.6K
- 0.72%
N/A
5.59M $201B
VBR
Vanguard Small Cap Value ETF

ETFs
-2.86K
- 1.0%
$179.99 - $201.6 $515K - $577K
282K $56.7B
AVDV
American Centy ETF Tr Avantis

ETFs
-6.07K
- 0.26%
$62.52 - $71.12 $379K - $432K
2.35M $166B
AVUV
American Centy ETF Tr Avantis

ETFs
-17.8K
- 0.65%
$88.24 - $99.7 $1.57M - $1.78M
2.71M $260B
Activity Summary
Buys All Purchases 37 New Holdings 1 Increased Positions 36 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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